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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,850 | $156,398-40.6% | $147,318-37.0% | $138,895-33.2% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 13.53% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,329 | $4,853-72.6% | $4,593-71.1% | $4,194-68.3% |
| Participant deferral / active EE | $3,095 | $8,237-62.4% | $7,906-60.9% | $6,396-51.6% |
| Admin fee / account holder | $1,744 | $14,976-88.4% | $13,708-87.3% | $12,562-86.1% |